AFS
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AFG Fiduciary Services’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

AFG Fiduciary Services’s Portfolio EPP Stock Details EPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-18,798
Closed -$1.01M – 71
2026
Q1 		$1.01M Buy
18,798
+519
+3% +$27.9K 0.59% 37
2025
Q4 		$935K Sell
18,279
-519
-3% -$26.5K 0.55% 38
2025
Q3 		$976K Hold
18,798
– – 0.56% 40
2025
Q2 		$927K Hold
18,798
– – 0.59% 37
2025
Q1 		$791K Hold
18,798
– – 0.58% 38
2024
Q4 		$829K Sell
18,798
-265
-1% -$12.4K 0.59% 34
2024
Q3 		$917K Hold
19,063
– – 0.62% 33
2024
Q2 		$839K Hold
19,063
– – 0.59% 34
2024
Q1 		$824K Hold
19,063
– – 0.61% 33
2023
Q4 		$809K Hold
19,063
– – 0.66% 33
2023
Q3 		$750K Hold
19,063
– – 0.67% 31
2023
Q2 		$829K Sell
19,063
-226
-1% -$9.79K 0.62% 36
2023
Q1 		$845K Hold
19,289
– – 0.78% 27
2022
Q4 		$825K Hold
19,289
– – 0.78% 28
2022
Q3 		$724K Sell
19,289
-1,241
-6% -$51.8K 0.68% 31
2022
Q2 		$855K Sell
20,530
-841
-4% -$38.2K 0.74% 35
2022
Q1 		$1.05M Sell
21,371
-1,258
-6% -$59.4K 0.74% 34
2021
Q4 		$1.08M Buy
+22,629
New +$1.12M 0.76% 26

Other funds holding EPP

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AFG Fiduciary Services's EPP Position: Q2 2026 in Review

AFG Fiduciary Services sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2026, closing a stake of 18,798 shares — an estimated $1.01M sold.

AFG Fiduciary Services first reported a position in EPP in Q4 2021 and held it in 18 quarters. The position peaked at $1.08M in Q4 2021. 52 funds tracked by Wall St. Rank hold EPP as of Q2 2026.

  • AFG Fiduciary Services reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q2 2026 after selling out during the quarter.
  • AFG Fiduciary Services sold 18,798 iShares MSCI Pacific ex Japan ETF shares in Q2 2026, an estimated $1.01M.
  • AFG Fiduciary Services first reported a position in iShares MSCI Pacific ex Japan ETF in Q4 2021 and held it in 18 quarters.
  • AFG Fiduciary Services's iShares MSCI Pacific ex Japan ETF position peaked at $1.08M in Q4 2021.
  • 52 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.